The Bank Systems Analyst supports the design and connection of Stifel's banking and payment systems. This role will unite various providers' core banking, payment, and digital banking systems. The Analyst will consider user and business needs in designing and defining requirements, creating documentation, and supporting implementation. The Analyst is then available for testing and troubleshooting support. A strong candidate will have a passion for building and evolving systems, a strong background in payments, and a strong background in how systems communicate. This role requires experience in Internet fundamentals with a significant focus on middleware applications to connect off-premise Fintech providers, all to support a rapidly growing business. Interacting...
The Receptionist greets all clients and guests in a friendly and professional manner whether in person or by phone. This position answers inquiries, directs/connects calls, and provides information regarding activities conducted at establishment; location of departments, offices, and employees within the Firm.
Under general supervision, responsible for providing information, data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Has mastered the foundational skills required of an Associate level 1. At this level, assumes significantly more writing and modeling responsibilities. Is responsible for developing a solid understanding of the assigned sector and can clearly state and defend the investment thesis for all stocks in the assigned sector. Must be able to handle basic question from Sales and Clients and is beginning to represent the associates in internal research presentations.
The position will support the taxable fixed income team based in Baltimore. The individual will conduct thorough credit research on current holdings, as well as evaluate issuers for future security selection. The candidate will be expected to provide written reports on trends in all sectors of the investment grade fixed income market, and provide ongoing surveillance and relative value recommendations accordingly. Communication with the firm’s other offices is expected. Must be team-oriented.
The Private Market Associate is responsible for focusing on increasing Stifel's revenue by identifying and establishing new Private Equity business. The Private Market Associate will support one or more Financial Advisors with the growth of their underlying business using targeted marketing strategies to introduce prospective clients to the firm. This role allows for exposure and access to several top-performing Private Equity investment strategies. The Private Market Associate will be communicating with investors not only in the United States but around the world. The Private Market Associate will also be taught to make contact with professional institutions and assist in introducing these institutions to the investment team. This position will support Stifel's...
The Alternative Investment Client Service Specialist is responsible for supporting Stifel’s alternative investment business through superior product support to advisors and fund partners. This includes interacting with sales team via phone and email to provide general information in response to inquiries related to alternative investments and working collaboratively with teammates to facilitate the offering process. The ideal candidate will have a positive attitude, high attention to detail and be a team player.
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
The Client Service Associate will provide administrative, operational and analytical support to one or more 1919 Portfolio Managers, Investment Associates and Client Advisors and will be responsible for day-to-day administrative management of individual client, institutional and trust portfolios. High-touch client service is a hallmark of 1919; the candidate should be skilled in and enjoy client service and should have experience working closely with clients and co-workers. The Client Service Associate must stay current on financial markets and instruments, and comply with firm policies, procedures, and Code of Ethics.
The AnnuityNet Specialist II acts as the liaison between the business and the third party IT organization (Ebix, the parent of AnnuityNet) to provide business critical or complex technical solutions that meet user needs and improve business performance by providing the technical analysis of business requirements (including translation into functional requirements), problem solving and troubleshooting in support of the Annuity Solutions and Insurance Trade Review teams, Operations and Licensing Departments. The AnnuityNet Specialist II is accountable for ensuring that clear, concise requirements have been captured, will participate in testing, drive issue resolution and support the implementation process as well as develop all procedural documentation and manuals....
The Operations Associate-Performance Reporting is responsible for aiding in driving departmental results for the Performance Reporting Team. This position requires the ability to gain a sound understanding of department subject matter including performance reporting metrics, reporting systems, and a basic knowledge of investment terms and methodologies. This position will require collaboration among team members to execute on departmental objectives under direct supervision while following established procedures
The Annuity Solutions Specialists are responsible for supporting and marketing the Firm's annuity products (fixed, immediate, indexed, buffered, and variable) to Financial Advisors via the telephone, email, and Stifel's intranet (Portal). Annuity Solution Specialists serve as product experts for any branch personnel with product-specific questions, technical, sales, and/or marketing issues. This position also provides back-up support to our order entry team to assist advisors and their associates when submitting trades. Annuity Solutions Specialists are assigned annuity vendor relationships for whom they review new product/product changes as well as coordinate internal marketing campaigns.
Under general supervision, performs multiple support staff duties required for a satellite/small branch and acts as liaison to home office personnel.
The Scrum Master supports agile team(s) in delivery of complex cloud solutions that deliver business value. This position will partner with the product owner to support product backlog definition / refinement / prioritization to feed sprints. Proactively eliminate barriers, coach team members on best practices and run scrum ceremonies.
The Product Advice Specialist will be supporting initiatives of the Traditional Product Advice Group. The Specialist is responsible for conducting product comparisons, preparing product solutions, education, and product advice for Stifel Financial Advisors and clients. The Specialist must continually develop an in depth knowledge of investment products. This position works closely with other key members of the Firm, including the Product Management team, Traditional Products Research Group, Advisory Marketing, Program Management, and Operations along with Mutual Fund Operations.
Under immediate supervision, the Research Associate I is primarily responsible for providing information and data gathering, analysis, modeling, and organizational support to the senior level Research Analysts. Should be adept at or able to quickly learn and apply the core research foundation skills including accounting, finance, valuation, modeling, and proficient verbal and written communication.
The Senior Portfolio Associate brings experience, good judgment, and excellent organizational skills to his or her work with multiple 1919 Investment Counsel Portfolio Managers. This position is responsible for day-to-day administrative management of individual client, institutional, and trust portfolios. The Senior Portfolio Associate is assigned to more complex client relationships and exercise discretion and good judgment when interacting with them, examining their portfolios for client cash and gifting needs and reviewing their financial plans. This position is able to independently handle tasks and assignments related to those relationships. The Senior Portfolio Associate must stay current on financial markets and instruments and comply with Firm policies and...
The Product & Relationship Management Associate is responsible for assisting with daily platform management of Exchange Traded Products (ETPs) and Mutual Funds/529 Plans, which includes initial evaluation of products for acceptability, viability, and risk as utilized by Stifel Financial Advisors with their clients subject to review by senior members of the Product Management team. The position will also be responsible for conducting product comparisons, monitoring asset flow, and industry trends. The Associate I must continually develop an in-depth knowledge of investment products. This position works closely with other key members of the firm, including the Product Management and Product Advice teams, Relationship Management, Traditional Products Research...
The Product Owner (PO) is a member of an Agile Development Team who speaks for the client/end user. The Product Owner is responsible for guiding the team to create and deliver solutions that meet client, business, and firm goals by breaking down and defining small workable tasks (user stories) and prioritizing the team backlog to streamline the execution of priorities. The PO creates and maintains stories, and prioritizes work for new or revised features or enhancements. The PO has a significant role in quality control and is the team member empowered to accept stories as done. The Product Owner position has significant relationships and responsibilities outside of the agile team, including working closely with Product Management, customers, business owners,...
The IT Operations Technician II ensures the organization's smooth operation of IT services. The IT Operations Technician II will support their team needs by monitoring IT services, triaging and resolving incidents, managing work queues, and enabling incident-related communications. They will support the team with SLAs and continually work to improve its technical capabilities and response times and handle complex issues.
Under the direction of Senior Developers and Product Manager within the Portfolio and Electronic Trading Team, the Senior Institutional Electronic Trading Developer will focus on the development of Equity Trading algorithms. The Portfolio and Electronic trading team services Institutional clients as well as internal Stifel traders acting on behalf of clients in the execution of equities through proprietary algorithms and smart order routers. The developer will work closely with the product development team (quantitative research, traders, developers, sales) in all phases of the development process including design, integration and maintenance.
An IT Technician II is responsible for maintaining computer systems and other technologies within Stifel. Their duties include working with other IT Technicians to install hardware troubleshoot computer issues, respond to IT questions from other associates.
The Public Finance Vice President represents Stifel in front of current and prospective clients. The Vice President will assume some business development responsibilities, including new business and revenue generation, coordinates and runs client meetings, transaction processes and conference calls for mid to small-sized clients. They will perform complex analytical work and directs junior staff on large projects. Develops firm arrangements for conferences and coordinates work on proposals and presentations
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The Marketing Coordinator is an entry-level or early career position that will support Stifel Fixed Income’s marketing department, providing office, editorial, event/conference, and procurement assistance. The right candidate will have a good work ethic, strong writing and editing skills, and the aptitude/desire to learn about institutional fixed income industry. The candidate will also be organized and have a team first, all-hands-on-deck approach.
**This role is open to candidates who are based in either the Hauppauge or NYC area.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Provide...
At Stifel, Senior Associates/Junior Vice Presidents are primarily responsible for acting as the keystone of all project teams, serving as a project manager taking guidance from senior bankers and managing and mentoring Analysts. Senior Associates/Junior Vice Presidents work on small, client-focused teams within the Corporate Finance and M&A disciplines. We offer a unique environment which combines a highly entrepreneurial platform focused on emerging growth companies with significant analytical rigor. We will consider candidates for the New York and Baltimore offices.
The Sr Endpoint Engineer is responsible for leading desktop, laptop, and mobile hardware and operating systems maintenance and deployment functions. This role involves performing various tasks, including top-level endpoint support of hardware, OS, and applications of all types. The Sr Endpoint Engineer will also be responsible for implementing and managing solutions for desktop and mobile platforms, testing new hardware for compatibility and security, and providing high-level troubleshooting of common applications and their interactions with underlying operating systems. This position relies on extensive experience and judgment to plan and accomplish goals, with a wide degree of creativity and latitude expected. Additionally, the Sr Endpoint Engineer will lead...
- Serve as a subject matter expert in banking services and cash products while being able to articulate functionality to clients, sales, operations, and vendors.
- Partner with Private Banking, Digital Solutions, Bank Operations, Brokerage Operations, Marketing, and Client Services teams to ensure superior digital delivery, product setup, and operational execution.
- Work at the intersection of business and technology, identifying and articulating business needs and turning them into business requirements and functionality to bridge our business and technology teams/vendors.
- Work directly with financial advisors at their locations via video conference or phone calls to provide advanced support and product...
The Wire Transfer Associate will specialize in wire transfers including outgoing, incoming, domestic and international transfers. Other responsibilities include customer service, wire processing, reconcilements, research, trouble shooting, and vendor relations. In addition, the wire specialist will work closely with the Treasury, Commercial, Finance, Lending & Wealth Teams.
The Salesforce Functional Analyst will play a crucial part in understanding our business processes and translating them into effective Salesforce solutions. They will work closely with Architects and Business Stakeholders to gather requirements, analyze business needs, and help configure/customize Salesforce to meet those needs.
Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
At Stifel, Senior Associates/Junior Vice Presidents are primarily responsible for acting as the keystone of all project teams, serving as a project manager taking guidance from senior bankers and managing and mentoring Analysts. Senior Associates/Junior Vice Presidents work on small, client-focused teams within the Corporate Finance and M&A disciplines. We offer a unique environment which combines a highly entrepreneurial platform focused on emerging growth companies with significant analytical rigor. We will consider candidates for the New York and Baltimore offices.
The Fraud Investigator will be responsible for researching and investigating instances of fraud across all payment channels. The Fraud Investigator is predominantly self-directed, self-motivated and receives occasional direction and oversight from the Deposit Operations Manager.
The Security Infrastructure Engineer II is a front-line member of the Security Infrastructure team responsible for providing security infrastructure technologies for the protection of Stifel assets. The Security Infrastructure Engineer II is accountable for assisting in the engineering design, analysis, and support of security infrastructure and defense solutions.
The Retirement Plans Sr. Specialist serves as a resource to Financial Advisors (FAs) and their clients regarding overall business retirement plan issues. This may include plan type and design reviews, product analysis, vendor selection, proposal generation and presentation, and regulatory updates, in an effort to increase plan sales. The Senior Specialist position requires extensive contact with internal and external stakeholders to provide retirement plan consultative services and to help drive the retirement plan business. Projects are of broad scope and complexity. Handle/assist with complex problems referred from Specialist and Specialist II.
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
The IT Service Management Analyst II has primary responsibilities focused on IT Service Management documentation, communications and training, and process evaluation, improvements, execution and compliance. The analyst works to facilitate new process design and existing process improvements with accountable and responsible stakeholders across IT and business departments. The analyst insures that a holistic approach is taken when implementing new and improved processes, so that IT continually improves service functionality, quality, and delivery effectiveness and efficiency.
Stifel Bank is seeking a high caliber Senior Vice President to join our Fund Banking team. The Fund Banking group provides commercial banking services to private investment funds. This includes funds investing across all alternative asset classes but with a specific focus on venture capital, growth equity, and lower middle market private equity. Products and services include capital call / subscription lines of credit, management company / GP lending, treasury management, and other banking services.
This position offers a unique opportunity to gain hands-on exposure in both commercial banking and private equity industry within a small tight-knit team. The Senior Vice President will be an integral part of business development, portfolio...
The Assistant Vice President, Fund Banking plays an integral part of leading portfolio level analytics and reporting and will work directly with senior leaders on origination, underwriting, and portfolio management. The Fund Banking group provides commercial banking services to private investment funds. This includes funds investing across all alternative asset classes but with a specific focus on venture capital, growth equity, and lower middle market private equity. Products and services include capital call / subscription lines of credit, management company / GP lending, treasury management, and other banking services.
This position offers a unique opportunity to gain hands-on exposure in both...
Client Services Associate assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
The Senior Field Development Specialist will serve our firm primarily as a liaison between our Private Client Group (PCG) Regional Directors, Branch Managers and the Director of Field Development. This is an exciting role to assist in our firm’s overall growth strategies and to help build our next generation of Financial Advisors. This role will have multiple moving parts during any given day including, but not limited to, assisting with offer letters for our newly hired Financial Advisor Trainees, developing training curriculum, production tracking, and some coaching elements to follow up and assist our Financial Advisors and Branch Programs...
The IT Problem Manager is responsible for Stifel's Problem Management practice. They will set direction for the practice and evangelize it across the organization. They will work closely with IT teams and stakeholders to identify, analyze, and resolve problems, ensuring minimal disruption to business operations. They will also aid in implementing preventive measures and develop strategies to improve IT systems and processes, ultimately enhancing overall IT service quality and reliability.
The Investment Banking Marketing Specialist plays a key role in helping Stifel's investment bankers bring their marketing ideas to life by understanding their needs and tailoring marketing strategies to those needs appropriately. This role will work closely with the investment banking teams and various teams within Marketing to market Stifel's investment banking capabilities effectively
In joining Stifel’s Venture Banking team, a Managing Director (MD) is responsible for leading efforts to support venture backed companies across all their financial services needs. This role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors. The ideal candidate will have experience managing a team and portfolio of venture backed companies, as well as the ability and network to build and grow strong relationships in market.
Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s).
In joining Stifel’s Venture Banking Team, a Senior Vice President plays an integral role in building and supporting a regional client portfolio of technology companies. A Senior Vice President should feel confident in leveraging the resources spanning Stifel’s banking & broader corporate platform to both lead debt processes and deliver a curated banking experience to entrepreneurs and their businesses. This dynamic role requires engaging with senior leaders inside and outside of the organization to understand technology and capital trends and how they impact the companies we work to support. The ideal candidate will have experience working with venture backed technology companies, the...
In joining Stifel’s Venture Banking Team, a Vice President plays an integral role in building and supporting a regional client portfolio of technology companies. A VP should feel confident in leveraging the resources spanning Stifel’s banking & broader corporate platform to both lead debt processes and deliver a curated banking experience to entrepreneurs and their businesses. This dynamic role requires engaging with senior leaders inside and outside of the organization to understand technology and capital trends and how they impact the companies we work to support. The ideal candidate will have experience working with venture backed technology companies, the ability and network to...
In joining Stifel’s Venture Banking team, a Managing Director (MD) is responsible for leading efforts to support venture backed companies across all their financial services needs. This role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors. The ideal candidate will have experience managing a team and portfolio of venture backed companies, as well as the ability and network to build and grow strong relationships in market. ...
Under the direction of the Model Risk Management Directors, Stifel (or "the Firm") is seeking a Model Risk Management Manager with a strong interest in model risk management to play an active role in performing governance and independent reviews of the Firm's models and non-models (e.g., EUCs, Tools, etc.) where applicable. The role spans multiple aspects of model risk governance applicable to Stifel and its subsidiaries. The position is responsible for helping ensure that all aspects of the model's lifecycle comply with regulations, and internal policies and procedures.
The Public Communications Specialist reviews, edits, advises, and verifies the final copy, with the Series 24 Principal approving (or denying) communications intended for public distribution or viewing.
As a member of the Stifel CIO Office, the Manager Research Senior Analyst contributes to the quantitative and fundamental manager research activities related to three product universes - Mutual Funds (MFs), Separately Managed Accounts (SMAs), and Exchange-Traded Funds (ETFs). This manager research is disseminated through the publication of MF, SMA and ETF product recommended lists and is also a key input in the Stifel CIO Office’s discretionary management of approximately $9 billion of client assets invested across various fee-based advisory platforms and trust company programs.
